CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

Organising contact properties after import
- Hey everyone I'm a Noob, never thought i'd say it, but it's true. I am, and I need help. I'm in the middle of a big fundraising campaign with 6 weeks to go. I had been advised to move over to Hubspot but I haven't had a chance to. I had a few questions to see if its worth putting in a late night or 2 to try to get up and running. I have an excel spreadsheet with about 500 donors. These are the columns that I have on my main spreadsheet ...read more
What’s New in Sales Hub Professional - May 2022
- Hey Community, Did you know that Sales Hub Professional recently introduced three new features : Playbooks Call transcription and Coaching Inbound calling. Growing your business takes time, energy, and investment. What if we told you that you could make scaling more manageable for your team? Over the next few weeks, I’ll be sharing deep dives on how to maximize these new tools with you all. To get started, ...read more
One Deal or Two? (Contract #1 + Contract #2 = PROJECT)
- We are a commercial design-build company. That basically means that we are a one-stop shop to have a building designed and then constructed. We have a pretty straightforward pre-contract sales pipeline, but my problem is that we break our typical projects into three stages with two contracts. Here is a basic breakdown with example prices and the length of each engagement. Contract #1 Stage 1 : Conceptual Design ($100,000)(6 Months) Co ...read more
Integrations to have SMS Conversations with the HubSpot CRM
- Hi there, If you’re looking to have SMS Conversations integrated to HubSpot, I want to share below the most popular integrations that our customers use: Salesmsg InboundAddons Sakari SMS JustCall For a full list of SMS integrations, I wanted to share this resource as well. If you know any other tool to achieve this, please let us know in the comments! ...read more
How to track user onboarding
- A bit of context prior to my question. We sell a service to medical practices and they get charged based on the number of doctors in their practice. Once we sign a contract, we will then onboard the practice before it goes live. In our pipeline, we have a contract signed stage and then a live stage. As we are onboarding, we need a way to track for each practice whether we have taken each doctor to live but want this housed within the deal (p ...read more

CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more

Reply Discussion Announcement Sales

2 upvotes

17 Replies

CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more

Reply Discussion Getting Started Sales

4 upvotes

1 Reply

Edyta7510 on May 24, 2022

Multiple currencies and Margin

Hello, I'd like to activate multiple currencies and a central FX rate to be managed in our HubSpot account. After running some tests in the sandbox account, I'm realizing that: - yes, amount in the original currency will be converted to amount read more

Reply Discussion Dashboards Deals Enterprise Reports Sales

0 upvote

0 Reply

Sascha on May 24, 2022

Meetings don't show up in Google Meet

Hello, we have connected HubSpot to our Google Workspace calendar. The scheduling feature works fine on the surface, but under the hood, it doesn't appear to create proper meeting in Google Meet. We get invites, the Google Meet links provid read more

Reply Discussion Calendar Meetings

0 upvote

0 Reply

ACarr1 on May 24, 2022

Meeting Follow Up Time Report

Hi, I'm trying to build a report that will show the time elapsed between a meeting and the first follow up. I've been exploring the lead response time report in sales analytics but I'm unable to filter to just show the first follow up after a me read more

Reply Discussion Reports

0 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

May 24, 2022 09:39

Hi @ACarr1 , I'd approach this with a date stamp and a calculation property. The date of the first follow-up would be stamped in a conta...read more

kvonloesecke on May 24, 2022

Getting Started with Playbooks - Sales Hub ‌📚‌

Hey Community, Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s jou read more

Reply Discussion best practices Enterprise Getting Started Playbooks Professional Sales

4 upvotes

1 Reply

kvonloesecke

Community Manager

May 24, 2022 08:59

Let's get this conversation about playbook use cases started! Hi @danmoyle , @Jnix284 , @johnelmer , @Ben_M , @GeorgeBThomas , @Josh , @...read more

HinWien on May 24, 2022

chatbot "we typically respond in three minutes"

Hi almighty community, how can I remove or adjust the notification on chatbot "we typically response in three minutes" as we are not live chat 24hours ...we are at a starter suite. Thanks, H

Reply Discussion Starter

0 upvote

0 Reply

KRush on May 24, 2022

Membership Organization

Hi there, I work for a membership organization. The membership sits at the organization level vs. with a specific contact. I'd like to figure our a way to track renewal dates (renews annually) and the membership fees. Any suggestions on ho read more

Reply Discussion

0 upvote

0 Reply